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Retirement tax questions
It's whatever they send you. Say all of it is the RMD. If you are 73 it will ask you if it is the RMD. Say yes and enter the amount as the RMD amount. The pension doesn't need to calculate any RMD. Anything your pension pays you is considered to be the RMD. Traditional pensions automatically fulfill the rules of an RMD. So just enter the same amount in box 1 for the RMD.
‎January 19, 2025
7:58 PM